DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Tripletail Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Micah Duane Larson | LPL Financial LLC BD affiliated | Tripletail Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2025 | May 2, 2025 (36 d) |
| Jason Scott Adams | Woodbury Financial Services, Inc. BD affiliated | Tripletail Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 13, 2022 | Apr 6, 2022 |
| Erik Nathan Bonnett | Woodbury Financial Services, Inc. BD affiliated | Tripletail Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 8, 2022 | Apr 6, 2022 |
Page 1 of 1
3 moves match.